2022, Tesla sold 1,313,851 vehicles globally, which is a 40% increase from 2021. In the US, Tesla sold 522,000 vehicles, which is a 72% increase from 2021.
2023 Q3, Tesla delivered 435,059 vehicles. This is shy of the record 466,140 vehicles in Q2.
Currently, Tesla's total installed manufacturing capacity is over 2.3M vehicles annually; existing factories are ramping. Monterrey and India(?) locations are next.
If Tesla hits the 1.8M target, that's nearly half a million more cars than last year. I doubt they can make it with the change over. But it will be close. Of course 2023 has already exceeded 2022 deliveries; Q4 is all growth.
Going forward, 2024 could be gangbusters with the Highland ramp from Fremont, Cybertruck and continued Y strength.
Later 2025 just might bring the "Model 2" from Austin and later Monterrey...
I am not sure "waning" is the word I would use.
2023 Q3, Tesla delivered 435,059 vehicles. This is shy of the record 466,140 vehicles in Q2.
Currently, Tesla's total installed manufacturing capacity is over 2.3M vehicles annually; existing factories are ramping. Monterrey and India(?) locations are next.
If Tesla hits the 1.8M target, that's nearly half a million more cars than last year. I doubt they can make it with the change over. But it will be close. Of course 2023 has already exceeded 2022 deliveries; Q4 is all growth.
Going forward, 2024 could be gangbusters with the Highland ramp from Fremont, Cybertruck and continued Y strength.
Later 2025 just might bring the "Model 2" from Austin and later Monterrey...
I am not sure "waning" is the word I would use.